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Market volatility resources for uncertain times

Expert perspectives and strategy updates

2019 distributions & tax information available

To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.

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Keep up to speed on the market with insights, resources, and more.

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Perspectives on recent market volatility

Support your client conversations in current market conditions with the latest insights from Schwab experts including Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones.

Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.

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Press Releases

Charles Schwab Investment Management, Inc. (CSIM) announced that effective today, August 10, the Wasmer Schroeder High Yield Municipal Fund (WSHYX) has been reorganized into the new Schwab High Yield Municipal Bond Fund (SWHYX).
Press Releases

Charles Schwab announced today that it has completed its asset acquisition of Wasmer, Schroeder, & Company LLC, a leading independent investment manager of fixed income separately managed accounts.
Press Releases

Charles Schwab announced today its role in the $375 million conversion of Private College 529 Plan, a unique college savings program collectively owned by nearly 300 private colleges and universities nationwide.

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